Frank, Rimerman Advisors LLC
Palo Alto CA · SEC CIK 0001977560
$17.66亿2026Q2 申报市值
612持仓数
37.3%前十大占比 · 第一大 6.3%
55 / 49新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
AMD 加仓+$441.26万
AMZN 加仓+$422.96万
TROW 新建仓+$391.64万
INTC 加仓+$320.37万
TDG 加仓+$215.39万
2026Q2 卖出最多 按季末市值估算
EXXON MOBIL CORP 清仓-$896.09万
MSFT 减仓-$635.55万
CRWD 减仓-$242.14万
HD 减仓-$238.06万
PGR 减仓-$192.08万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| TEAM | ATLASSIAN CORPORATION | $24.22万 | 0.01% | 3,113 | 3,113 | — | $24.22万 | 新建仓 |
| CBSH | COMMERCE BANCSHARES INC | $24.26万 | 0.01% | 4,201 | 9 | 0.2% | $520 | 加仓 |
| MTG | MGIC INVT CORP WIS | $24.28万 | 0.01% | 8,611 | 8,611 | — | $24.28万 | 新建仓 |
| EVRG | EVERGY INC | $24.43万 | 0.01% | 2,826 | 2,826 | — | $24.43万 | 新建仓 |
| ESS | ESSEX PPTY TR INC | $24.61万 | 0.01% | 844 | 844 | — | $24.61万 | 新建仓 |
| RMD | RESMED INC | $24.83万 | 0.01% | 1,274 | -1,281 | -50.1% | -$24.96万 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $24.84万 | 0.01% | 14,010 | 18 | 0.1% | $319 | 加仓 |
| KKR | KKR & CO INC | $24.97万 | 0.01% | 2,721 | 173 | 6.8% | $1.59万 | 加仓 |
| ES | EVERSOURCE ENERGY | $25.16万 | 0.01% | 3,482 | 128 | 3.8% | $9,251 | 加仓 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $25.20万 | 0.01% | 3,369 | 3,369 | — | $25.20万 | 新建仓 |
| NTRS | NORTHERN TR CORP | $25.21万 | 0.01% | 1,450 | 3 | 0.2% | $522 | 加仓 |
| RELX | RELX PLC | $25.31万 | 0.01% | 7,993 | 31 | 0.4% | $982 | 加仓 |
| MNDY | MONDAY COM LTD | $25.39万 | 0.01% | 3,508 | 3,508 | — | $25.39万 | 新建仓 |
| IYF | ISHARES TR | $25.40万 | 0.01% | 1,992 | 0 | 0.0% | — | 不变 |
| BRO | BROWN & BROWN INC | $25.49万 | 0.01% | 3,974 | 533 | 15.5% | $3.42万 | 加仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $25.77万 | 0.01% | 12,958 | -214 | -1.6% | -$4,256 | 减仓 |
| TRGP | TARGA RES CORP | $25.82万 | 0.01% | 963 | 83 | 9.4% | $2.23万 | 加仓 |
| MKSI | MKS INC. | $25.84万 | 0.01% | 581 | 581 | — | $25.84万 | 新建仓 |
| FN | FABRINET | $25.91万 | 0.01% | 461 | 461 | — | $25.91万 | 新建仓 |
| ROP | ROPER TECHNOLOGIES INC | $26.19万 | 0.01% | 774 | -176 | -18.5% | -$5.96万 | 减仓 |
| SBRA | SABRA HEALTH CARE REIT INC | $26.21万 | 0.01% | 13,436 | -108 | -0.8% | -$2,107 | 减仓 |
| STIP | ISHARES TR | $26.36万 | 0.01% | 2,580 | 0 | 0.0% | — | 不变 |
| TSN | TYSON FOODS INC | $26.36万 | 0.01% | 4,605 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC | $26.57万 | 0.02% | 3,698 | 76 | 2.1% | $5,461 | 加仓 |
| MP | MP MATERIALS CORP | $26.67万 | 0.02% | 4,761 | 0 | 0.0% | — | 不变 |
| MRNA | MODERNA INC | $27.17万 | 0.02% | 3,880 | 3,880 | — | $27.17万 | 新建仓 |
| STZ | CONSTELLATION BRANDS INC | $27.28万 | 0.02% | 1,961 | -77 | -3.8% | -$1.07万 | 减仓 |
| URI | UNITED RENTALS INC | $27.76万 | 0.02% | 245 | 245 | — | $27.76万 | 新建仓 |
| CNC | CENTENE CORP DEL | $27.97万 | 0.02% | 4,358 | 4,358 | — | $27.97万 | 新建仓 |
| P | EVERPURE INC | $28.05万 | 0.02% | 3,560 | -1,675 | -32.0% | -$13.20万 | 重新持有 |
| RL | RALPH LAUREN CORP | $28.26万 | 0.02% | 704 | 15 | 2.2% | $6,021 | 加仓 |
| POR | PORTLAND GEN ELEC CO | $28.48万 | 0.02% | 5,495 | 522 | 10.5% | $2.71万 | 加仓 |
| ZTO | ZTO EXPRESS CAYMAN INC | $28.49万 | 0.02% | 12,730 | 177 | 1.4% | $3,961 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $28.66万 | 0.02% | 1,120 | 38 | 3.5% | $9,723 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $29.11万 | 0.02% | 2,197 | -19 | -0.9% | -$2,518 | 减仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $29.14万 | 0.02% | 766 | 766 | — | $29.14万 | 新建仓 |
| SBAC | SBA COMMUNICATIONS CORP | $29.47万 | 0.02% | 1,670 | 3 | 0.2% | $529 | 加仓 |
| FDXF | FEDEX FGHT HLDG CO INC | $29.64万 | 0.02% | 1,963 | 1,963 | — | $29.64万 | 新建仓 |
| AXON | AXON ENTERPRISE INC | $29.94万 | 0.02% | 534 | 30 | 6.0% | $1.68万 | 加仓 |
| IDXX | IDEXX LABS INC | $30.16万 | 0.02% | 573 | 39 | 7.3% | $2.05万 | 加仓 |
| L | LOEWS CORP | $30.37万 | 0.02% | 2,683 | 473 | 21.4% | $5.35万 | 加仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $30.38万 | 0.02% | 8,967 | 333 | 3.9% | $1.13万 | 加仓 |
| INCY | INCYTE CORP | $30.40万 | 0.02% | 2,682 | 312 | 13.2% | $3.54万 | 加仓 |
| CRWV | COREWEAVE INC | $30.61万 | 0.02% | 3,075 | 112 | 3.8% | $1.11万 | 加仓 |
| LVS | LAS VEGAS SANDS CORP | $30.79万 | 0.02% | 6,667 | 20 | 0.3% | $924 | 加仓 |
| HEI | HEICO CORP NEW | $30.88万 | 0.02% | 867 | 42 | 5.1% | $1.50万 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $30.91万 | 0.02% | 1,641 | 134 | 8.9% | $2.52万 | 加仓 |
| AFRM | AFFIRM HLDGS INC | $30.98万 | 0.02% | 3,799 | 185 | 5.1% | $1.51万 | 重新持有 |
| FOXA | FOX CORP | $31.01万 | 0.02% | 5,945 | 285 | 5.0% | $1.49万 | 加仓 |
| CTRE | CARETRUST REIT INC | $31.18万 | 0.02% | 7,728 | 7,728 | — | $31.18万 | 新建仓 |
| PR | PERMIAN RESOURCES CORP | $31.32万 | 0.02% | 17,013 | 0 | 0.0% | — | 不变 |
| NGG | NATIONAL GRID PLC | $32.19万 | 0.02% | 3,884 | 82 | 2.2% | $6,795 | 加仓 |
| EQT | EQT CORP | $32.43万 | 0.02% | 6,100 | -2,582 | -29.7% | -$13.73万 | 减仓 |
| TRP | TC ENERGY CORP | $32.85万 | 0.02% | 4,956 | 1,026 | 26.1% | $6.80万 | 加仓 |
| CBRS | CEREBRAS SYSTEMS INC | $32.88万 | 0.02% | 1,488 | 1,488 | — | $32.88万 | 新建仓 |
| LINE | LINEAGE INC | $33.04万 | 0.02% | 7,639 | 7,639 | — | $33.04万 | 新建仓 |
| FERG | FERGUSON ENTERPRISES INC | $33.13万 | 0.02% | 1,396 | 47 | 3.5% | $1.12万 | 加仓 |
| CTVA | CORTEVA INC | $33.31万 | 0.02% | 3,933 | 134 | 3.5% | $1.13万 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $33.36万 | 0.02% | 6,011 | 136 | 2.3% | $7,548 | 加仓 |
| CPNG | COUPANG INC | $33.48万 | 0.02% | 19,273 | -9,911 | -34.0% | -$17.22万 | 减仓 |
| SLF | SUN LIFE FINANCIAL INC. | $33.91万 | 0.02% | 4,324 | 238 | 5.8% | $1.87万 | 加仓 |
| QUAL | ISHARES TR | $34.03万 | 0.02% | 1,551 | 0 | 0.0% | — | 不变 |
| EOG | EOG RES INC | $34.09万 | 0.02% | 2,628 | -1,492 | -36.2% | -$19.36万 | 减仓 |
| VMRK | EQUITY RESIDENTIAL | $34.15万 | 0.02% | 5,027 | 37 | 0.7% | $2,513 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $34.15万 | 0.02% | 10,259 | 0 | 0.0% | — | 不变 |
| LAMR | LAMAR ADVERTISING CO | $34.24万 | 0.02% | 2,195 | 2,195 | — | $34.24万 | 新建仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $34.35万 | 0.02% | 1,263 | 1,263 | — | $34.35万 | 新建仓 |
| ILMN | ILLUMINA INC | $34.39万 | 0.02% | 1,956 | 93 | 5.0% | $1.64万 | 加仓 |
| SQM | SOCIEDAD QUIMICA Y MINERA DE | $34.52万 | 0.02% | 4,662 | -28 | -0.6% | -$2,073 | 减仓 |
| PDD | PDD HOLDINGS INC | $34.59万 | 0.02% | 4,535 | -1,825 | -28.7% | -$13.92万 | 减仓 |
| TXG | 10X GENOMICS INC | $34.74万 | 0.02% | 9,060 | 9,060 | — | $34.74万 | 新建仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $34.86万 | 0.02% | 1,055 | 9 | 0.9% | $2,974 | 加仓 |
| CNH | CNH INDL N V | $34.92万 | 0.02% | 31,096 | 1,485 | 5.0% | $1.67万 | 加仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $34.96万 | 0.02% | 5,157 | -7,937 | -60.6% | -$53.81万 | 减仓 |
| PINS | PINTEREST INC | $35.23万 | 0.02% | 16,754 | 3,957 | 30.9% | $8.32万 | 重新持有 |
| JD | JD.COM INC | $35.32万 | 0.02% | 13,861 | 221 | 1.6% | $5,631 | 加仓 |
| PPL | PPL CORP | $35.50万 | 0.02% | 9,766 | -28 | -0.3% | -$1,018 | 减仓 |
| CASY | CASEYS GEN STORES INC | $35.53万 | 0.02% | 447 | 447 | — | $35.53万 | 新建仓 |
| REGN | REGENERON PHARMACEUTICALS | $35.54万 | 0.02% | 570 | -432 | -43.1% | -$26.94万 | 减仓 |
| NKE | NIKE INC | $35.72万 | 0.02% | 8,701 | 2,514 | 40.6% | $10.32万 | 加仓 |
| SYY | SYSCO CORP | $35.84万 | 0.02% | 4,288 | 150 | 3.6% | $1.25万 | 加仓 |
| FSLR | FIRST SOLAR INC | $35.96万 | 0.02% | 1,524 | 1 | 0.1% | $236 | 加仓 |
| TKO | TKO GROUP HOLDINGS INC | $36.05万 | 0.02% | 1,791 | 18 | 1.0% | $3,624 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $36.17万 | 0.02% | 10,688 | 0 | 0.0% | — | 不变 |
| STLD | STEEL DYNAMICS INC | $36.35万 | 0.02% | 1,584 | 0 | 0.0% | — | 不变 |
| M | MACYS INC | $36.37万 | 0.02% | 15,445 | 950 | 6.6% | $2.24万 | 加仓 |
| LYG | LLOYDS BANKING GROUP PLC | $36.48万 | 0.02% | 62,569 | 3,704 | 6.3% | $2.16万 | 加仓 |
| FMX | FOMENTO ECONOMICO MEXICANO S | $36.53万 | 0.02% | 2,856 | 80 | 2.9% | $1.02万 | 加仓 |
| COR | CENCORA INC | $36.59万 | 0.02% | 1,293 | -98 | -7.0% | -$2.77万 | 减仓 |
| IR | INGERSOLL RAND INC | $36.62万 | 0.02% | 4,466 | 177 | 4.1% | $1.45万 | 加仓 |
| WTM | WHITE MTNS INS GROUP LTD | $36.70万 | 0.02% | 177 | -1 | -0.6% | -$2,073 | 减仓 |
| ACWX | ISHARES TR | $36.75万 | 0.02% | 4,829 | 0 | 0.0% | — | 不变 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $36.97万 | 0.02% | 1,228 | -28 | -2.2% | -$8,429 | 减仓 |
| QGEN | QIAGEN NV | $37.05万 | 0.02% | 9,476 | 160 | 1.7% | $6,256 | 加仓 |
| CLS | CELESTICA INC | $37.21万 | 0.02% | 1,020 | 9 | 0.9% | $3,283 | 加仓 |
| MET | METLIFE INC | $37.25万 | 0.02% | 4,402 | -1,752 | -28.5% | -$14.82万 | 减仓 |
| XEL | XCEL ENERGY INC | $37.28万 | 0.02% | 4,643 | 202 | 4.5% | $1.62万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $37.43万 | 0.02% | 7,728 | 4 | 0.1% | $194 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $37.74万 | 0.02% | 4,582 | -1 | -0.0% | -$82 | 减仓 |
| NBIS | NEBIUS GROUP N.V. | $37.97万 | 0.02% | 1,375 | 1,375 | — | $37.97万 | 新建仓 |